NOTE: You must be an admin to be be able to invite new team members to join your Jona provider portal.

Step 1: Open to the "Practice" page from your profile icon in the navigation menu.

Step 2: Under "Members" you can see staff members that are in your provider group and those that have been invited.

Step 1: Select from the dropdown under "Role."

Step 1: Select the 'more actions' menu for the specific staff member.

Step 2: Select "Remove member."

Step 3: Confirm removal.

Step 1: Invite a new member by selecting the "+" icon to the right of the search bar.

Step 2: This will open up a modal where you can add one more addresses. After you enter the emails and select their role, select "Invite."

Step 3: Your team member will receive an email from Jona (1) informing them that they have been added to the provider group, if they already had a Jona account or (2) informing them that they have been invited to the provider group with a link to activate their account, if they did not have a Jona account.

Step 4: Once your team member has accepted the invitation, a green dot will appear to the left of their name. This means that they can now access all clients in your provider group.

Step 1: Select the 'more actions' menu for the specific staff member.

Step 2: Select resend invite.

Step 3: You can edit the email if needed. Click "Send Invite"